See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,342 | $163,101-7.2% | $136,749+10.7% | $142,382+6.3% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 6.70% | 27.54%-20.8pp | 24.33%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $7,592 | $4,117+84.4% | $3,400+123.3% | $4,299+76.6% |
| Participant deferral / active EE | $3,089 | $5,585-44.7% | $4,692-34.2% | $6,507-52.5% |
| Admin fee / account holder | $174,555 | $14,318+1119.1% | $11,386+1433.0% | $12,624+1282.8% |